Overview

A dashboard is a visual interface that provides users with a consolidated view of data through a collection of cards. Each card can display a list view, chart, or aggregated data from a specific record set, giving users quick access to the information most relevant to their work.

Dashboards are personal — each user creates and manages their own dashboards from their profile settings.

Permissions

Personal Dashboards must be enabled for a role before users in that role can access the Dashboards feature. To enable this:

Navigate to System Administration (gear icon) >> Global Settings > Security (tab) > System Feature Permissions > Features (tab)
Locate Enable Personal Dashboards and add the roles that should have access.

Once enabled for a role, all users assigned to that role will see the Dashboards option in their personal profile menu.

Creating a Dashboard

To create a new dashboard:

Click your user profile icon at the top right of the page.
Select Dashboards from the dropdown menu.
Click the New button to open the New Dashboard Layout window.
Enter a Name for your dashboard.
Select a layout that determines how cards will be arranged on the dashboard. Layout options include single-column and multi-column grid configurations of varying sizes.
Click Save.

Once saved, an empty dashboard will be displayed with a prompt to add your first card.

Adding Cards

Cards are the building blocks of a dashboard. Each card displays data from a specific entity and record set. To add a card to your dashboard:

Click the New button on the dashboard toolbar and select Card.
The Add Card window will appear. Configure the following fields:

Card Configuration Fields

Field	Description
Title	The display name shown at the top of the card on the dashboard.
Icon Style	Controls the visual style of the card's icon. Defaults to Regular.
Icon	An optional icon to associate with the card, selected from the icon library.
Type	Determines what kind of data visualization the card uses. Available types are: List View — Displays records in a searchable, paginated table. Chart - Bar — Displays data as a vertical bar chart. Chart - Horizontal Bar — Displays data as a horizontal bar chart. Chart - Pie — Displays data as a pie chart. Aggregate — Displays a summarized aggregate value for the selected record set.
Entity	The SmartSimple object type the card will pull data from. Options include: Users Companies UTA
Record Set	The specific list view or report within the selected entity that the card will display. Only record sets you have permission to access will appear here.

Chart-Specific Fields

When the card Type is set to a chart type (Bar, Horizontal Bar, or Pie), the following additional fields appear:

Field	Description
X-Axis	The field from the record set used to define the horizontal axis of the chart.
Y-Axis	The field from the record set used to define the vertical axis of the chart.
Aggregation	The aggregation method applied to the Y-Axis data (e.g., Sum, Count, Average).
Customize Chart Colors	Allows you to assign specific colors to individual chart values for visual clarity. Click the + button to add a value-color mapping.

Once all fields are configured, click Save to add the card to your dashboard.

Viewing and Managing the Dashboard

After adding cards, the dashboard displays all cards in the layout you selected. Each card renders its data independently:

List View cards include a search bar and pagination controls, allowing users to search and browse records directly from the dashboard.
Chart cards render the selected visualization using the configured axes and aggregation.
Each card has an edit icon (pencil) in the top-right corner, which opens the card configuration for editing.

To add additional cards to the dashboard, click the New button in the toolbar and select Card again. You can add as many cards as the selected layout supports.

Set a Dashboard as a Home Page

You can designate any dashboard as your home page so that it is the first page displayed when you log into the system. To do this, open the dashboard and enable the Set dashboard as Home Page option. This change takes effect immediately and does not require a separate save action.

Set a Dashboard as a Home Page for Portal View

A dashboard can also be set as the home page within a Portal View. When configured, the dashboard will appear in the main content area of the Portal whenever users log in, while the navigation icons remain accessible on the left-hand panel.

To configure this:

Obtain the URL of the dashboard you want to use as the portal home page.
Navigate to the Portal where you want to set this home page.
Click the Portal Design tab for the selected Portal.
In the Body section, paste the relevant code snippet, replacing the placeholder with the /userreport/ur_viewdb.jsp? portion of the dashboard URL and everything that follows it.
Click Save to apply the changes.

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